Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,148 | $80,855+6.5% | $153,416-43.8% | $86,983-1.0% |
| Participation rate | 95.0% | 64.1%+30.9pp | 74.3%+20.7pp | 69.5%+25.5pp |
| Annual return | 14.33% | 16.18%-1.8pp | 17.84%-3.5pp | 25.83%-11.5pp |
| Employer contribution / active EE | $4,236 | $2,308+83.6% | $3,764+12.6% | $2,584+63.9% |
| Participant deferral / active EE | $5,337 | $3,333+60.1% | $4,723+13.0% | $4,194+27.3% |
| Admin fee / account holder | $11,742 | $6,908+70.0% | $13,095-10.3% | $7,856+49.5% |